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Hughes Financial Services’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Hughes Financial Services’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Buy
6,761
+716
+12% +$18.3K 0.02% 93
2026
Q1 		$154K Hold
6,045
– – 0.02% 95
2025
Q4 		$155K Buy
6,045
+115
+2% +$2.94K 0.02% 93
2025
Q3 		$151K Hold
5,930
– – 0.02% 88
2025
Q2 		$152K Hold
5,930
– – 0.03% 86
2025
Q1 		$150K Buy
+5,930
New +$150K 0.03% 81

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Hughes Financial Services's IBMQ Position: Q2 2026 in Review

Hughes Financial Services increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 12% in Q2 2026, buying an estimated $18.3K and bringing the position to 6,761 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #93.

Hughes Financial Services first reported a position in IBMQ in Q1 2025 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Hughes Financial Services held 6,761 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $173K as of Q2 2026.
  • Hughes Financial Services bought 716 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $18.3K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Hughes Financial Services's portfolio in Q2 2026, its #93 holding.
  • Hughes Financial Services first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.